SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 3,118 filers reported holding SPDR S&P 500 ETF TR in Q3 2022. The put-call ratio across all filers is 1.75 and the average weighting 3.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,175,074 | +15.7% | 4,576 | +4.1% | 1.11% | +1.5% |
| Q3 2023 | $1,879,569 | -3.4% | 4,397 | +0.1% | 1.10% | -2.1% |
| Q2 2023 | $1,946,224 | +10.8% | 4,391 | +2.3% | 1.12% | -2.6% |
| Q1 2023 | $1,757,159 | +107966.4% | 4,292 | +0.9% | 1.15% | -5.6% |
| Q4 2022 | $1,626 | -99.9% | 4,253 | +5.8% | 1.22% | +6.3% |
| Q3 2022 | $1,436,000 | +3.3% | 4,021 | +9.1% | 1.15% | +7.1% |
| Q2 2022 | $1,390,000 | -9.0% | 3,685 | +9.0% | 1.07% | +16.4% |
| Q1 2022 | $1,527,000 | -11.2% | 3,380 | -6.6% | 0.92% | -7.4% |
| Q4 2021 | $1,720,000 | +23.3% | 3,620 | +11.4% | 0.99% | +8.9% |
| Q3 2021 | $1,395,000 | -51.7% | 3,251 | -51.8% | 0.91% | -7.3% |
| Q2 2021 | $2,886,000 | +88.9% | 6,742 | +74.8% | 0.98% | -17.2% |
| Q1 2021 | $1,528,000 | +26.5% | 3,856 | +19.3% | 1.19% | +15.6% |
| Q4 2020 | $1,208,000 | – | 3,232 | – | 1.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 136,670 | $64,960,509 | 32.14% |
| Bromfield Sneider Wealth Advisors | 56,062 | $26,646,739 | 18.04% |
| Pure Financial Advisors, LLC | 628,139 | $298,560,552 | 10.30% |
| Stairway Partners, LLC | 180,349 | $85,721,683 | 8.64% |
| Hoese & Co LLP | 17,008 | $7,762,245 | 7.60% |
| OPTIMUM INVESTMENT ADVISORS | 21,972 | $10,443,729 | 5.25% |
| McAlister, Sweet & Associates, Inc. | 10,567 | $5,022,601 | 4.67% |
| Fifth Third Wealth Advisors LLC | 29,560 | $14,050,164 | 4.56% |
| First National Bank of Mount Dora, Trust Investment Services | 34,338 | $16,321,193 | 4.35% |
| McLean Asset Management Corp | 19,937 | $9,329,097 | 3.50% |